See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,679 | $105,181+3.3% | $159,436-31.8% | $85,850+26.6% |
| Participation rate | 70.2% | 75.8%-5.6pp | 82.8%-12.6pp | 69.3%+0.9pp |
| Annual return | 18.88% | 45.07%-26.2pp | 263.57%-244.7pp | 318.53%-299.7pp |
| Employer contribution / active EE | $1,961 | $3,318-40.9% | $4,829-59.4% | $2,565-23.6% |
| Participant deferral / active EE | $6,779 | $5,945+14.0% | $7,352-7.8% | $3,952+71.6% |
| Admin fee / account holder | $4,095 | $6,933-40.9% | $10,799-62.1% | $6,260-34.6% |